401(k) · DOL Form 5500 · 2024

Colonial Wholesale Beverage Corporation 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
63
Participants Small participant base
70th
Percentile by assets National rank
$307,022
Avg per participant High balance/head
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Official DOL plan name: Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan · Sponsored by Colonial Wholesale Beverage Corporation · Massachusetts · Retail Trade

$19M in assets, 63 participants

Colonial Wholesale Beverage Corporation's Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan reported $19M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 70th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,467 in Retail Trade (8,048 peers)

Colonial Wholesale Beverage Corporation multi-year trail

Colonial Wholesale Beverage Corporation's plans moved +39.2% in assets from 2022 to 2024; this filing shows Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan at $19M / 63 participants.

#6,467
in Retail Trade (8,048 peers)
+16.4%
assets growth YoY

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan's outsized position by total assets

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,342,362 Top 30% higher than 70% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan reported participants fell from 64 in the plan year 2023 filing to 63 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 041195925 · Colonial Wholesale Beverage Corporation PY 2024 · 401(k)

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan · $19M · 63 · 70th

  • 5500 $19M
  • ASSETS 63
  • PCT 70th
  • EIN 401(k)
  • RANK near Brotherhood of Locomotive Engineers and Trainmen 4 for Employees of Conrail Saa
  • PHOTO ind #6467

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Massachusetts →

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing PlanColonial Wholesale Beverage …$19MBrotherhood of Locomotive Engineers and Trainmen 4 for Employees of Conrail SaaBrotherhood of Locomotive En…$19MHellam, Varon & Co., Inc. P.S. 401(k) PlanHellam, Varon & Co., Inc. P.…$19MWb Engineering & Consulting, PLLC Retirement Savings PlanWb Engineering & Consulting,…$19MBrundage Management Co. 401(k) Savings PlanBrundage Management Co. 401(…$19M
End-of-year total assets ($M) among Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colonial Wholesale Beverage Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Colonial Wholesale Beverage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 39.21641096272371% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.9M $19.3M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 64 $14M
2023 1 64 $17M
2024 1 63 $19M

Colonial Wholesale Beverage Corporation filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN041195925
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.019342362 · Participants: 63Colonial Wholesale Beverage Corporation 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Brotherhood of Locomotive Engineers and Trainmen 4 for Employees of Conrail Saa in NY ($19M); by covered participants it is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan assets move in 2024? ▼
Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan grew sharply - up 16.4% during 2024, from $17M to $19M. Reported net income was $3M.
How have Colonial Wholesale Beverage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colonial Wholesale Beverage Corporation's sponsor-wide assets grew 39.2%, from $14M to $19M.
Which 401(k) plans are similar in size to Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brotherhood of Locomotive Engineers and Trainmen 4 for Employees of Conrail Saa in NY ($19M, 3,439 participants).
Which 401(k) plans cover a similar participant headcount to Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants, $678K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041195925.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.